The Daily Compounder

World War III: The Fight for Global Capital

Imbalances, Debt, & Financial Repression

Sep 16 • The Daily Compounder

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August 2026

Offshore Oil & Gas in 2026

An update on where we stand, and Why 2027-2028 Positive for Day Rate Momentum

Aug 13 • The Daily Compounder

5

July 2026

The Launch: Willett Investment Partners

A Resource for Family Office & High Net Worth Individuals

Jul 6 • The Daily Compounder

8

1

June 2026

Tidewater Thesis Clarity

Drilling Down on What Actually Matters in the Tidewater Investment Case

Jun 8 • The Daily Compounder

5

May 2026

American Coastal Insurance Update Call w/ Management

A brief note of our takeaways from the call

May 8 • The Daily Compounder

5

American Coastal Insurance Q1 2026

A note on a high-quality compounder that is simply too cheap

May 6 • The Daily Compounder

5

2

Tidewater Q1 2026 Earnings

A Note on the King of Offshore Support Vessels

May 5 • The Daily Compounder

8

The Earnings Update + A Note on World Oil

Builders First Source & LSB Industries Q126 Earnings + Where is the New US Oil Supply?

May 1 • The Daily Compounder

5

1

April 2026

The State of Housing & Builders First Source

Our thoughts on the current housing crisis and resulting investment themes

Apr 23 • The Daily Compounder

9

4

A Pulse Check on the K Shaped Economy: Bank Earnings

Q1 2026 Earnings Season is Underway, What Are Financials Telling Us?

Apr 15 • The Daily Compounder

7

Cracks in Credit

17 Year Long Bull Run in Credit is Coming to an End

Apr 1 • The Daily Compounder

9

March 2026

Contrarian Commodity Opportunities & Where Risk is Most Present Today

Turning over stones in an already hated commodity complex + Where we see the largest pockets of risk today

Mar 18 • The Daily Compounder

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